Our Partner Programme

Welcome to FreeAgent! We’re here to help you every step of the way.

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Becoming a FreeAgent Partner

When you add your first client to your practice dashboard, you’ll officially become a FreeAgent Partner! You’ll immediately gain access to the following range of benefits:

Software

As a FreeAgent Partner, you’ll gain access to our award-winning online accounting software, which includes:

  • A practice dashboard to help you manage all your clients
  • An automated onboarding journey for you & your clients
  • Cross-client reporting
  • Bulk payroll that allows you to run payroll for all your FreeAgent clients in just two clicks

Find out more about our software

Support

You’ll have unlimited access to FreeAgent’s technical support teams via telephone and email and your dedicated account manager will be at the end of the phone if you have any questions about how to use FreeAgent.

When it comes to migrating your clients to FreeAgent you won’t be on your own! We offer specialist phone support to help you do this as smoothly and efficiently as possible.

Growing your practice

We’re not just here to help you get the most from our award-winning software! As a FreeAgent partner, you’ll have access to a wide range of tools, resources and opportunities to help your practice flourish, including:

  • Free licenses for clients who do their business banking with Natwest or Royal Bank of Scotland.
  • Access to FreeAgent’s Practice Portal, which is full of guides, videos and marketing tools to help you promote FreeAgent and educate your clients on how to use it.
  • The chance to become an accredited partner and unlock additional practice growth benefits - find out more.

FreeAgent Pulse

When you’re busy we know it can be tricky to stay on top of all the latest developments in the industry.

As the accountancy landscape evolves, we’ll keep you in the loop with industry insights and thought leadership, expert webinars and a monthly newsletter.

The FreeAgent Partner Programme

When you have 10 or more active clients using FreeAgent, things start to get really interesting! The FreeAgent Partner Programme presents super-charged benefits and discounted pricing options* that get bigger and better as the number of active licenses on your practice dashboard increases.

Here’s how it works:

Partner level Bronze Partner Silver Partner Gold Partner Platinum Partner
Minimum number of active licenses 10 35 75 300
Software
A free FreeAgent license to help you run your practice’s finances Included Included Included Included
Functionality that allows clients to refer their friends and family to your practice through FreeAgent Included Included Included
Support
Face-to-face support from your dedicated account manager Included Included Included
Face-to-face support from our client migration experts to help you move your clients to FreeAgent Included Included Included
Comprehensive face-to-face technical training for you and your staff Included Included Included
Growing your practice
Opportunities to speak at local events for business banking customers hosted by FreeAgent and Natwest/Royal Bank of Scotland Included Included Included Included
Co-branded literature and material for your practice Included Included Included Included
Exclusive marketing, communication and business coaching delivered by experts via webinar Included Included Included
Exclusive marketing consultation workshops Included Included
FreeAgent Pulse
Quarterly webinar sessions on new FreeAgent features and developments Included Included Included
Invitations to provide quarterly feedback to key decision makers in FreeAgent via webinar Included Included
Opportunities to be featured in FreeAgent’s case studies, podcast interviews and other content Included Included
Invitations to bi-annual regional events where you and fellow partners can share advice and feedback Included
An invitation to our annual FreeAgent Platinum Partner event held at our HQ in Edinburgh Included

Accreditation: level up to enjoy even more benefits!

Once you’re up and running, you can take your FreeAgent credentials to the next level by becoming an accredited partner. Pass our FreeAgent Expert exam to become accredited and gain access to the following extra special benefits:

  • A listing in our FreeAgent accountant directory so you can be found by the 50,000 visitors a year looking for a FreeAgent-friendly accountant.
  • A digital FreeAgent accreditation badge which you can add to your website and email signature to show your new credentials off to your clients and prospects!

Accreditation is available to partners of all levels and the exam only takes a few hours to complete.

Find out more

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